Job Description – Back Office Executive Position
Back Office Executive – Finance
Job Type- Full-Time
Experience 0–3 Years
(Freshers with good communication and basic computer knowledge can also apply)
Job Summary
We are looking for a detail-oriented and organized Back Office Executive to support our finance operations. The candidate will be responsible for handling documentation, data entry, customer records, loan/financial documentation, coordination with internal teams, and maintaining accurate records.
Key Responsibilities
- Handle day-to-day back-office and administrative activities.
- Maintain and update customer and financial records accurately.
- Perform data entry and ensure all information is entered correctly into the system.
- Verify and organize customer documents and application forms.
- Coordinate with the sales team for collection and completion of required documents.
- Process and track loan/financial applications and related documentation.
- Maintain records of applications, approvals, pending cases, and disbursements.
- Follow up with internal departments regarding pending documents or application status.
- Prepare daily, weekly, and monthly reports as required.
- Handle email communication and maintain proper documentation.
- Assist in preparing MIS reports and maintaining Excel records.
- Ensure confidentiality and security of customer and financial information.
- Support the operations and finance team in routine activities.
- Identify discrepancies in records/documents and report them to the concerned team.
- Follow company policies, processes, and compliance requirements.
Required Skills
- Good knowledge of MS Excel, MS Word, and basic computer applications.
- Good typing and data-entry skills.
- Good communication and coordination skills.
- Strong attention to detail and accuracy.
- Ability to maintain and organize records systematically.
- Basic understanding of finance/loans/banking processes will be an advantage.
- Ability to work with deadlines and handle multiple tasks.
- Good follow-up and problem-solving skills.
Qualification
Graduation in any discipline is preferred.
Candidates with a background in Finance, Banking, B.Com, BBA, or related fields will be preferred.
Preferred Candidate
- Experience in a NBFC, finance company, bank, loan processing, fintech, or financial services company will be an advantage.
- Freshers with strong Excel and documentation skills can also apply.
Key Performance Indicators (KPIs)
- Accuracy of data entry and documentation.
- Timely processing of applications.
- Proper maintenance of customer records.
- Completion of pending documentation.
- Timely submission of MIS and reports.
- Coordination and turnaround time.
- Compliance with company processes and documentation standards.
What We Offer
- Competitive salary
- Performance-based incentives, where applicable
- Professional working environment
- Learning and growth opportunities
- Opportunity to develop expertise in the finance industry
Pay: ₹10,723.42 - ₹31,487.08 per month
Work Location: In person
